VIG vs SAMT

AVIG

BSAMT

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common24.2%VIG and SAMT

VIG

SAMT

Vanguard Dividend Appreciation ETF · $109BStrategas Macro Thematic Opportunities ETF · $753M

+18.6%3 years · per year$16,669 · $18,417+22.6%

+10.2%5 years · per year$16,243 · […][…]

0.04%Expense ratio$4 · $66 on $10k · lower wins0.66%

1.50%12-mo yield$150 · $68 on $10k0.68%

−7.9%Worst dropSmaller wins−16.6%

10.8%VolatilityLower wins17.1%

4–1VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · SAMT

4.1%LLY3.3%

2.8%JNJ2.8%

4.9%AAPL2.6%

2.5%V3.6%

Held in common24.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$753M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BSAMT	Strategas Macro Thematic Opportunities ETFRead Desk		0.66%	0.68%	+0.3%	+3.6%	+6.8%	+22.6%	new	−16.6%	$753M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SAMT

VIG

Vanguard Dividend Appreciation

$16,243

SAMT

Strategas Macro Thematic Opportunities

[…]

MeasureVIGSAMT

Fee0.04%0.66%

Cost on $10k a year$4$66

Yield1.50%0.68%

5 years, per year+10.2%[…]

3 years, per year+18.6%+22.6%

Worst drop · 1Y−7.9%−16.6%

Volatility · 1Y10.8%17.1%

4–1measures won
VIG first

24.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, SAMT

Today

24.2%most shared, VIG and SAMT

VIGSAMT

VIG—24.2%

SAMT24.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SAMT$68 − $66 = $2

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee